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Current Employers
Kestra Advisory Services, Llc

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2024-10-28
TX RA APPROVED 2024-10-28
  • TN RA
    APPROVED
    Since 2024-10-28
  • TX RA
    APPROVED
    Since 2024-10-28

Branch Locations

9041 Executive Park Dr Suite 115, Knoxville, TN 37923 • United States

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Valic Financial Advisors, Inc. Knoxville TN 12/1999 10/2024
Agia Houston TX 12/2022 10/2024
Kestra Investment Services, Llc Knoxville TN 10/2024 Present
Kestra Advisory Services, Llc Knoxville TN 10/2024 Present
Previous Registrations
  • 2003-02-18 → 2024-11-01
    Knoxville, TN
    Atlanta, GA
    Knoxville, TN
    Knoxville, TN
    Houston, TX
    Knoxville, TN
    Knoxville, TN
    Brentwood, TN
    Knoxville, TN
    Knoxville, TN
    Knoxville, TN
Other Businesses

Name: KESTRA ADVISORY SERVICES, LLC POS: IAR NOB: Investment advisory services through Kestra Advisory Services, LLC INV REL: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/16/2024 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735 DESC: Financial planning and investment management. Name: SOJOURN WEALTH MANAGEMENT, LLC POSITION: Registered Rep NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/16/2024 ADDRESS: 9041 Executive Park Dr., Suite 115, Knoxville TN 37923, United States DESCRIPTION: Marketing and selling securities and insurance products. Name: SOJOURN TAX SERVICES, LLC POSITION: President NATURE: Tax/Accounting/CPA INVESTMENT RELATED: No # OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 08/25/2025 ADDRESS: 9041 Executive Park Dr., Suite 115, Knoxville TN 37923, United States DESCRIPTION: Coordinate document gathering and organization to be presented to outside/contracted CPAs/EAs or in-house CPAs/EAs.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-03-17
S63 Uniform Securities Agent State Law Examination 1999-12-27
  • S66 Uniform Combined State Law Examination
    2003-03-17
  • S63 Uniform Securities Agent State Law Examination
    1999-12-27
Designations
Other Names
  • Andrew C Craft
  • Andrew Carmichael Craft

View on SEC IAPD

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